Approval Packet

Mail your client a personalized, professional Approval Packet immediately after their policy has been approved. Make the intangible sale of life insurance tangible to them in as quickly as 1-3 days, and get used to extra happy customers and no panicked phone calls.

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What's Included

Sturdy Presentation Folder to hold all contents (so they can't misplace or overlook it)
Confirmation Letter clearly communicating the policy details and thanking them for trusting you with their life insurance needs
About Your Agent sheet to introduce yourself as a real human to your client
Frequently Asked Questions specific to their type of coverage and carrier covering the 15 most common questions final expense clients have
Policy Brochure (official brochure from the carrier)
Policy Documents (if available)
Business Card Referral Sheet (optional, if we have your business cards on file)
Final Wishes Guide to help them think through and plan for their funeral and other final matters
Custom Attachment from the agent (optional, 1-2 pages)

Printing Details

All materials always printed in crisp laser FULL COLOR
Bright white (96 brightness), 20 lb. weight smooth laser printer paper
All materials personalized with YOUR NAME and YOUR BRAND (logo, colors)
Customized name label on the folder to make your client feel cared for and to encourage them to keep the folder in a safe place
Clear instructions on who to call when death occurs (the carrier's claim department or yourself)
Bright yellow label on the envelope outside to draw attention to the urgency of the content inside and to open immediately
Return address is YOUR address, so it's as if you are mailing it yourself